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Guyasuta Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Guyasuta Investment Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,229
Closed -$800K – 213
2018
Q3 		$800K Sell
7,229
-1,225
-14% -$134K 0.09% 123
2018
Q2 		$878K Buy
8,454
+3,704
+78% +$388K 0.1% 115
2018
Q1 		$490K Buy
4,750
+500
+12% +$53.7K 0.06% 149
2017
Q4 		$452K Hold
4,250
– – 0.05% 160
2017
Q3 		$424K Buy
4,250
+1,250
+42% +$122K 0.05% 150
2017
Q2 		$290K Buy
+3,000
New +$287K 0.03% 178

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guyasuta Investment Advisors's VTV Position: Q4 2018 in Review

Guyasuta Investment Advisors sold out of Vanguard Value ETF (VTV) in Q4 2018, closing a stake of 7,229 shares — an estimated $800K sold.

Guyasuta Investment Advisors first reported a position in VTV in Q2 2017 and held it in 6 quarters. The position peaked at $878K in Q2 2018. 846 funds tracked by Wall St. Rank hold VTV as of Q4 2018.

  • Guyasuta Investment Advisors reported no remaining Vanguard Value ETF position as of Q4 2018 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 7,229 Vanguard Value ETF shares in Q4 2018, an estimated $800K.
  • Guyasuta Investment Advisors first reported a position in Vanguard Value ETF in Q2 2017 and held it in 6 quarters.
  • Guyasuta Investment Advisors's Vanguard Value ETF position peaked at $878K in Q2 2018.
  • 846 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2018.

Based on Guyasuta Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.